APPLIED FINANCE CAPITAL MANAGEMENT, LLC

53 Calle Palmeras
Suite 601
San Juan, Puerto Rico 00901
Tel: 800-673-0400

About APPLIED FINANCE CAPITAL MANAGEMENT, LLC

APPLIED FINANCE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as APPLIED FINANCE CAPITAL MANAGEMENT, LLC. The firm was established in 06/05/2015. They have over 1 offices throughout the country.

APPLIED FINANCE CAPITAL MANAGEMENT, LLC is a San Juan, Puerto Rico based Financial Planning firm with nearly $4,385,973,905 assets under management, offering retirement planning & investment advisory services to 3147 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	226755
SEC#	801-98338
Assets Managed by Firm	$4,385,973,905
No. of Clients	3147
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (PORTFOLIO TRADING MODELS)

Firm Client Information

	No. of Clients	AUM
Firm Total	3147	$4,385,973,905
Other investment advisers	7	$349,948,115

More Retirement Planning firms in San Juan, Puerto Rico:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CATALYST CAPITAL ADVISORS LLC 53 Palmeras St, Suite 601 San Juan, PR, 00901	$7,908,935,832	18	12
ENHANCED PK SERVICES, LLC 1250 Avenue Ponce De Leon, Suite 301, Pmb 0501 San Juan, PR, 00907	$2,584,254,305	2	1
POPULAR SECURITIES, LLC Popular Center 208 Ponce De Leon, Suite 1200 Hato Rey, PR, 00918	$2,228,633,350	2530	95
RATIONAL ADVISORS, INC. 53 Palmeras St., Suite 601 San Juan, PR, 00901	$2,218,085,727	11	12
MISSION PRIME LLC 475 Calle C Los Frailes, Suite 507 Guaynabo, PR, 00966	$2,121,342,058	4	1

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